ECF 3510 - PERSONAL FINANCE: 2011-2
Excerpt from Unit Plan: „.?
„In 2005 ASIC introduced a requirement that there should be a component of the assessment that tests the student?s capacity to communicate with clients using the spoken word - and not merely in writing. Accordingly, each On-campus student is required to participate in a simulated interview with a client, and is awarded a mark which comprises 10% of the overall assessment. Simulated interviews are held in tutorials each week, in which the student adopts the role of an adviser, the lecturer that of a client. The topic is always limited and brief, and the interview should take 10-15 minutes.
Written material should be handed in as part of the assignment:
This exercise entails the student playing the role of financial adviser and the lecturer acting as the adviser?s client: the client seeks advice on a specific financial topic or problem, and the adviser?s task is to provide oral advice.
These interviews will take place from the FOURTH week of the semester, and you will be given at least two weeks? notice to prepare for the interview. Your performance in the interview must be satisfactory: this is a prerequisite to passing the unit. "Satisfactoriness" will be judged on the bases of clarity of exposition, comprehensiveness of coverage of the topic, and accuracy of the advice tendered.
You are required to advise the lecturer of the topic you have selected on a first come first serve basis and an appointment time will be booked for you. Please see the appointment timetable which will be available on MyECU/Blackboard (Bb) and updated as regularly as possible. Please also note the marking criteria also here on Bb.
In view of the number of students enrolled this semester a number of interviews may have to be held outside class time, during the mid-semester break for example.
30-
A client has been watching the television and has observed the current marketing campaign promoted by the Industry SuperFunds entitled compare the pair.
Describe this campaign and outline the main arguments for investing in Industry Funds rather than the retail funds which the campaign is primarily targeted against.
Ref: https://www.industryfunds.com.au/